Jose Benton is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has been associated with Merrill since 2008 and concurrently with Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Northwestern Mutual. Outside of finance, he has worked in education with several school districts and community colleges. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Golichowski is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ahndres Vargas is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Lyft, Uber, Nationwide, and Red Robin. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ezra Hopoate is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he has held positions at Fidelity Investments since 2020 and worked in various roles including at Vivint and educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory roles with distinct regulatory registrations.

Arthur Villalba is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, N.A. outside of his advisory role. Outside of finance, Villalba works part-time with ride-sharing and delivery services including Uber, Lyft, and DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Salorio is a financial advisor with Wells Fargo Clearing based in Mesa, AZ. He holds the Series 66 designation and has four years of industry experience. His prior experience includes roles at Citigroup and Merrill. Outside of his advisory work, he is involved with several business ventures including Solentrex Inc., M.S. Capital Holdings LLC, and Sharkz N Solos Racing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, leveraging both brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute and third-party sources.

Sangeeth Jetty is a Financial Advisor associated with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA), equipped with the skills and resources to assist clients in pursuing their financial goals. He holds a bachelor's degree from Swarthmore College. Sangeeth employs a personalized, goals-based planning process to understand clients’ priorities and craft comprehensive strategies tailored to their unique situations. His approach focuses on designing and implementing plans intended to help clients and their families manage investment risk while working towards long-term financial objectives. Outside of his professional role, Sangeeth enjoys a range of personal interests including baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Adam Wick is a financial advisor with Edward Jones in Tempe, Arizona, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2005. He also serves as a FINRA arbitrator for dispute resolution matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, and operating under a fiduciary standard.

Jacklyn Diaz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Morgan Stanley, she held various roles including positions at BlueStar Resort & Golf and Charles Schwab, and had educational experience at The University of Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning services.

Paolo Menuez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Morgan Stanley. Outside of advisory work, he is the sole proprietor of Five Loaves LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Shetal Mall is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Discover Financial Services from 2021 to 2024 and has freelanced in music and photography. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by proprietary tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Yanneza Cartia is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill, Bank of America, JP Morgan Securities, and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Perkins is a Series 66-registered financial advisor with Merrill, based in Chandler, AZ. He has 11 years of industry experience, including 10 years at Merrill and Bank of America, N.A. He provides advisory services through an institutional firm with a large network of advisors. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sikich is a financial advisor with RBC Capital Markets, LLC, where he has worked for 10 years. He holds the Series 63 and Series 66 designations and has a total of 10 years of industry experience. Prior to his current role, he was employed at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Robert Boglin is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013, following seven years at Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Glenn Gryka is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at Cetera Advisors LLC and various First Allied entities, where he worked for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and a diverse platform of investment strategies.

Lee Calamaio is a financial advisor with Thrivent Investment Management in Chandler, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a wide range of topics and allows clients to combine planning with managed-account services via a consolidated billing option, while keeping the services distinct.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.